United Capital Financial Advisors’s WisdomTree WT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-13,056
| Closed | -$92K | – | 1472 |
|
|
2019
Q1 | $92K | Buy |
+13,056
| New | +$92K | ﹤0.01% | 1293 |
|
|
2017
Q2 | – | Sell |
-39,146
| Closed | -$355K | – | 1312 |
|
|
2017
Q1 | $355K | Buy |
39,146
+15,607
| +66% | +$142K | ﹤0.01% | 996 |
|
|
2016
Q4 | $262K | Buy |
23,539
+8,629
| +58% | +$96K | ﹤0.01% | 1096 |
|
|
2016
Q3 | $153K | Sell |
14,910
-2,109
| -12% | -$21.6K | ﹤0.01% | 1209 |
|
|
2016
Q2 | $170K | Buy |
17,019
+1,287
| +8% | +$12.9K | ﹤0.01% | 1187 |
|
|
2016
Q1 | $180K | Buy |
+15,732
| New | +$180K | ﹤0.01% | 1138 |
|
|
2015
Q4 | – | Sell |
-35,044
| Closed | -$565K | – | 1295 |
|
|
2015
Q3 | $565K | Buy |
+35,044
| New | +$565K | 0.01% | 857 |
|